前次募资两度延期且未用完 冠石科技再投光掩膜版项目合理性遭问询

Core Viewpoint - Shanghai Stock Exchange has issued an inquiry letter regarding Guanshi Technology's refinancing, focusing on the rationale for raising funds again while previous funds remain unutilized and the ongoing construction of the photomask project [1] Group 1 - The previous fundraising project, "Functional Structural Components, Ultra-High Definition LCD Panels, and R&D Center," has experienced two delays and partial changes in purpose [1] - As of June 30, 2025, the revised investment in the "Photomask Manufacturing Project" is planned to be 282 million yuan, with 184 million yuan already invested [1] - Guanshi Technology stated that the change in the use of previous funds was due to changes in the industry environment and lower-than-expected downstream demand [1] Group 2 - The necessity of the current fundraising is emphasized, as photomasks are critical in lithography processes, requiring high quality and supply stability [2] - The current fundraising will enhance investment in key process backup and testing equipment to strengthen production capabilities [2] - The previous fundraising was for initial project construction, while the current fundraising focuses on purchasing lithography machines and testing equipment for 28nm and above processes, with clear boundaries between the two investments [2]